# LEGACY PLANNING GROUP

LEGACY PLANNING GROUP of MIDVALE, UT is an SEC-registered investment adviser.

## Registration

- CRD: 145130
- Type: SEC-registered investment adviser
- SEC file number: 801-70073
- Location: 6770 SOUTH 900 EAST, STE 300, MIDVALE, UT, 84047-1726
- Phone: 801-207-1400
- Latest filing: 2012-09-04
- Regulatory AUM: $41.6M
- Discretionary AUM: $41.6M
- Clients: 1
- Accounts: 538

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James Shiflett William | OWNER | Inchelium, WA |
| James Carter William | OWNER | — |
| HUDAK TRAVIS JOHN | OWNER | — |
| CHILD MICHAEL LEE | OWNER | — |
| OWEN MICHAEL PHILLIP | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145130/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145130/similar
- Related entities: https://search.stillhousedata.com/firm/145130/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145130

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.